Accounts for
Businesses and Corporations
We offer professionally managed accounts for businesses seeking:
long-term investment growth,
tax-advantaged investments and strategies,
short-term savings for major purchases,
broad exposure to investment products and global markets,
ultra-low-fee core accounts,
highly-competitive managed account fees,
alternative solutions for year-end excess capital,
improved cash flow for regular purchases,
additional collateral for bank loans,
Accounts for
Businesses and Corporations
learn more about the Business iCore account
What are your business goals?
- long-term investment growth
- tax-advantaged investments and strategies
- short-term savings for major purchases
- broad exposure to investment products and global markets
- ultra-low-fee core accounts
- highly-competitive managed account fees
- alternative solutions for year-end excess capital
- improved cash flow for regular purchases
- additional collateral for bank loans
The Business iCore Account
Corporate Account
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Partnership Account
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Limited Liability Company
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Retirement Plans
Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
- Overview
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What are your business goals?
We offer professionally managed accounts for businesses seeking:- long-term investment growth
- tax-advantaged investments and strategies
- short-term savings for major purchases
- broad exposure to investment products and global markets
- ultra-low-fee core accounts
- highly-competitive managed account fees
- alternative solutions for year-end excess capital
- improved cash flow for regular purchases
- additional collateral for bank loans
The Business iCore Account
In addition to offering regular business accounts, retirement plans, and 401ks, the Galleon Business iCore account is designed specifically for businesses looking to achieve specific goals, enhance cash flow, build equity, and invest excess year-end funds back into their own business. - Corporate
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Corporate Account
A Corporate account is established by a legal entity (profit or non-profit), authorized by a state, ordinarily consisting of an association of numerous individuals. A corporation can acquire assets, enter into contracts, sue or be sued, and pay taxes in its own name. Prime and Asset Management Accounts are managed by a Financial Adviser.Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
- Partnership
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Partnership Account
A Partnership account is established by an association of two or more persons who have an established partnership agreement to carry on, as co-owners, a business for profit. The accounts are not subject to taxation. Instead, the taxes flow through to the individual partners and are reported on their personal income tax returns. Prime and Asset Management Accounts are managed by a Financial Adviser.Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
- LLC
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Limited Liability Company
A Limited Liability account offers some of the most popular benefits of partnership and corporate accounts. It offers the pass through tax status of the partnerships, and the limited personal liability of corporations. The liability of the company and its owners is limited to their investment. Prime and Asset Management Accounts are managed by a Financial Adviser.Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
- Retirement Plans
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Retirement Plans
Employee retirement plans include 401(k) plans, 403(b) plans, employee stock ownership plans, and profit-sharing plans. A Simplified Employee Pension Plan (SEP) is a relatively uncomplicated retirement savings vehicle.Wealth and Private Wealth Management Accounts qualify for Galleon Flagship Services, and are managed by a Wealth Manager.
Key Facts and Highlights